CFO

Overview

Our client, a prestigious and well-established investment firm, is searching for their new Chief Financial Officer. This high-profile CFO role will lead the organization from a financial perspective and report directly to the founder of the firm. The duties for this challenging position will be varied and allow for an individual to bring value and their mark to the firm. Our client will be offering a competitive salary with other unique upside potential.

Key Responsibilities:

• Financial Oversight: Lead the process for the creation and analysis of financial reports, including detailed partner statements, allocation reviews, and portfolio appraisals.
• Investment Management: Spearhead all aspects of interest and tax associated with respective investments.
• Executive Communications: Oversee the preparation of external facing documents to other executives, partners and 3rd parties.
• Operational Responsibility: Administer financial workflows across multiple entities within the company framework, ensuring accurate allocations and compliance.
• Standards Compliance: Guarantee adherence to GAAP and the often intricate terms outlined in agreements to maintain financial integrity.

Strategic Coordination with External Partners:

• Collaborate closely with auditors and tax experts to navigate audits, prepare tax returns at both the federal and state levels, and ensure compliance, including the distribution of tax schedules.
• Support the firm’s compliance infrastructure, including timely filing and adherence to regulatory requirements.
• Manage relationships with outsourced service providers such as banks, payroll companies, IT vendors, and insurance brokers to ensure seamless daily operations.

Operational Leadership and Financial Strategy:

• Direct the management of cash flow and develop comprehensive financial forecasts.
• Drive operational efficiency by identifying and implementing opportunities for process improvement, especially concerning financial reporting and operations.
• Regularly collect and assess key performance data and operational metrics.

Team Development and Leadership:

• Build and mentor a high-achieving finance and accounting team, fostering collaboration and growth.
• Strategically allocate workloads across core areas, including operations, and financial reporting.
• Lead initiatives to establish proactive workflows, elevate accuracy, and promote scalability as the organization grows.
  

Essential Qualifications and Expertise Sought:

• Educational Background: Bachelor’s degree in finance, accounting, or a similar discipline; CPA certification is mandatory.
• Experience: Minimum eight years of finance or accounting experience.
• Industry Foundation: Prior experience with a top-tier public accounting firm will be highly valued.
• Technical Competencies: Advanced knowledge of accounting processes and intricate partnership structures.
• Regulatory Expertise: Familiarity with GAAP compliance and asset performance analytics.
• Management Skills: A proven track record of effectively leading teams and coordinating with external vendors in high-pressure, detail-driven environments.
• Critical Soft Skills: Strong analytical thinking, organizational excellence, and top-tier communication abilities.
• Environment Fit: A high level of comfort thriving in fast-paced, dynamic settings characterized by complex workflows and a multifaceted operational scope.

For immediate consideration, please reach out directly to William Kroppe III on LinkedIn.

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